Nutshell Reviews & Product Details

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

Product Website

Seller

Nutshell

Discussions

Nutshell Community

Languages Supported

English

Overview by

Andy Fowler (Building growth software at Nutshell)

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00

1 user Per Month

View More Pricing Information

Nutshell Integrations

(82)

Verified by Nutshell

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Jotform

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KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

Seamless (formally Seamless.AI)

Shopify

SignRequest for G Suite

Vonage Business Communications

Webflow

WebFX

WhatsApp Business Platform

Zendesk for Customer Service

Zoho CRM

Zoom Workplace

Nutshell Media

Automate your sales process. Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and accurately measure the impact o...

Find every contact, customer and conversation. Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.

Report on your performance. Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so y...

Automate your email outreach. Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.

Find every contact, customer, and conversation. Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.

Catch your buyers’ attention at every stage of the funnel with beautifully designed marketing emails. Nutshell Marketing seamlessly connects to your CRM data so you can target custom audiences in a snap and manage all your outreach out of a single tool.

Nutshell is the best B2B Next Action Selling CRM on the market. Start a free trial to find out why.

See how easy it is to build a Sales Pipeline with Sales Automation in Nutshell.

Nutshell syncs seamlessly with Google and Microsoft to make sharing emails and calendar events back and forth a breeze.

Improve your team's efficiency and outcomes with Nutshell's email automation features.

Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025

Official Downloads

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Verified User in Computer Software

Small-Business (50 or fewer emp.)

9/13/2018

"Easy to pick up and go"

4/5

What do you like best about Nutshell?

Simple design that doesn't take a lot of CRM knowledge to navigate through. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Would like to have some more integrations with phone systems and emails. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

8/17/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Very complete"

5/5

What do you like best about Nutshell?

The tool's versatility and the sales funnel vision it possesses perfectly align with my company's vision. what makes for a perfect fit Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The possibility to export reports to a CSV format.

The possibility to rename the funnel steps.

The lack of integration with linkedin and Google calendar Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/24/2021

"Good CRM for startups looking to start scaling"

4.5/5

What do you like best about Nutshell?

I like the interface of Nutshell best. It's easy to use and intuitive. You'll learn the platform in no time. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

When you send emails, it often fails to keep a thread. It can be unpleasant if you're not keeping track of your campaigns through other means. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/17/2021

"Positive experience with Nutshell CRM"

4/5

What do you like best about Nutshell?

Ability to organize leads into pipelines and move them through quickly, ability to create email templates and email contacts through Nutshell, tracking email communications with various stakeholders through Nutshell Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Steps in pipeline are not always consistent/visible as a user Review collected by and hosted on G2.com.

Bill R.

Founder & CEO

Marketing and Advertising

Small-Business (50 or fewer emp.)

4/12/2021

"Simple, versatile CRM"

4/5

What do you like best about Nutshell?

I like how I can easily setup my own custom pipelines and the assign tasks, automations, and integrations to each pipeline. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I'm looking forward to their coming drip email functionality. This is a feature that I leverage a lot in my sales process. Also, need more text messaging functionality. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/17/2021

"Solid CRM for small business - needs work on email integration and website form ingestion"

3.5/5

What do you like best about Nutshell?

The interface is very easy to use and navigate around. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Email integration is horrible and not pretty at all. Website form integration is bad as well, and we couldn't find a way to round-robin assign and route leads. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

8/17/2021

"Very helpful"

4/5

What do you like best about Nutshell?

Love how simple the user interface is! It's been a life saver! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish we could modify each email that we send to a group. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

8/24/2021

"Nutshell makes my life much easier and efficient"

5/5

What do you like best about Nutshell?

I like the ability to communicate with other teams across my company and delegate tasks to specific groups or people Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I dislike the ease of changing pipeline since it impacts pipelines and processes for other employees. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/17/2021

"Good for smaller companies"

4/5

What do you like best about Nutshell?

It's a clean simple interface to store our data Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The lack of integration options & lead list filtering/formatting options for bouncing lists Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Do your research, ask questions and make sure it fits all of your needs; for the size of our business right now, it works well. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

Helps with organization, lead follow up, record of previous correspondence (email/phone) Review collected by and hosted on G2.com.

Verified User in Design

Small-Business (50 or fewer emp.)

8/17/2021

"Great CRM"

4.5/5

What do you like best about Nutshell?

The product in very easy to use, even though it is complex. Far easier to create systems with it than Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

While it's easy to use at a certain level, there are some advanced actions that are a bit more difficult for a newbie to CRMs. Review collected by and hosted on G2.com.